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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,496 | $217,392+1.9% | $185,818+19.2% | $167,497+32.2% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.48% | 148.37%-136.9pp | 122.06%-110.6pp | 478.62%-467.1pp |
| Employer contribution / active EE | $1,680 | $5,873-71.4% | $5,168-67.5% | $4,838-65.3% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |